Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Insurance
  • Women's Financial Strategies
  • Saving for Education
  • Consulting on potential benefits and risks of IRA rollovers
  • Family Finances
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Financial planning for small business

Education

  • Utah State University Bachelor of Arts Degree

Professional associations

  • Financial Advisor IQ Leadership Council

Previous experience

  • Ameriprise Financial Services Financial Advisor Associate Vice President, 2024- Current
  • Key Investment Services LLC Private Client Advisor, 2019-2024
  • Wells Fargo Licensed Personal Bank 2, 2014-2018

The Power of a Strategic Alliance

I believe that local firms such as GTG Consulting &Strategy, LLC play an integral role in our community. I’m proud to announce that I have formed a strategic alliance to offer financial and investment planning services to their clients. I invite you to experience the power of an alliance that prioritizes your financial well-being by offering the tools and resources to help you reach your financial goals. For more information about GTG Consulting & Strategy, LLC, visit gtgtax.com.

GTG Consulting & Strategy, LLC is not employed by Ameriprise Financial Services, LLC, but is available to our clients as an excellent resource for tax planning. GTG Consulting & Strategy, LLC is not endorsed by or affiliated with Ameriprise Financial. GTG Consulting &Strategy, LLC is not under the supervision of Ameriprise Financial and is not a broker-dealer or investment advisory firm.

Community participation

I support the Mountain Ridge Junior Development Mountain Biking Team, a program that helps young riders build mountain biking skills and confidence. As a parent of one of the riders, I love seeing how the sport teaches resilience and teamwork. I attend events, cheer on the kids, and encourage their growth. Supporting this team is important to me because it fosters a positive, active community where young athletes can thrive.

Interests

Family, Community Participation, Sports: Soccer, Swimming, Softball, Track. Hobbies: Fishing, Hiking, Scouting, Boating, Motorcycling, Mountain Biking.

My photos

1 albums
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